You can save a report and control who has access to the report. Once you save a report, it is accessible from the Saved Reports tab. Saved reports are grouped by the report’s category (such as Accounting Reports or Sales Reports). Within each category, the saved report displays the original report’s name, the name under which it was saved, and the folder to which it was saved, if any. Once you save a report, it can also be scheduled to run at regular intervals.
To save a report:
1.Open Business Intelligence and Reports from the Desktop.
The Generated Reports|Reports page appears.
2.Select the Core Report that you want to run.
The Generated Reports|Parameters page appears.
3.Enter the criteria with which you want to run the report.
4.Complete the following fields in the Saved Report Configuration section:
Field |
Description |
Save Report As |
Enter the name that you would like to give the saved report. |
Description |
Enter a brief description for the saved report. |
Access Mode |
Select an access mode from the dropdown: •Private: The saved report will only be available to you. •Public: Other users will be able to use and modify the saved report. •Readable: Other users will be able to run the saved report, but will not be able to modify it. |
Folder |
Select a to determine where the saved report appears on the Saved Reports|Reports page. If there are not any folders listed, refer to Configuring Saved Report Folders. |
Locked Fields |
Select the field(s) that you would like to be locked down/make read-only. The options available will vary depending on generated report that is being used. |
Database |
Select the database where you would like to save the report from the dropdown. The database options are predefined by your system administrator. |
5.Click 'Save'.
A window confirms the report was saved.
6.Click 'OK'.
This report is now accessible from the Saved Reports|Reports page. To run the report, refer to Running Saved Reports.
